FIDELITY VALUE FACTOR ETF

Symbol: FVAL

Exchange: NYSE ARCA

Sector: Technology

Category: Large Value

Inception Date: 12/09/2016

Latest Date: 02/04/2026

Current Price: $69.88

Expense Ratio: 0.15%

Assets Under Management
$1.1B
1.33% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
--
--

Performance Metrics

Return

-3.77%

Volatility

17.13%

Sharpe Ratio

-2.217

VaR 95%

-1.44%

CVaR 95%: -1.67%
Max Drawdown: -7.05%
Sortino Ratio: -4.142
Calmar Ratio: -4.87
Return

-3.69%

Volatility

13.88%

Sharpe Ratio

-1.284

VaR 95%

-1.40%

CVaR 95%: -1.67%
Max Drawdown: -9.31%
Sortino Ratio: -1.985
Calmar Ratio: -1.52
Return

1.44%

Volatility

13.11%

Sharpe Ratio

-0.054

VaR 95%

-1.36%

CVaR 95%: -1.74%
Max Drawdown: -9.31%
Sortino Ratio: -0.078
Calmar Ratio: 0.31
Return

17.99%

Volatility

18.03%

Sharpe Ratio

0.801

VaR 95%

-1.38%

CVaR 95%: -2.54%
Max Drawdown: -9.31%
Sortino Ratio: 1.027
Calmar Ratio: 1.94
Return

27.56%

Volatility

15.60%

Sharpe Ratio

0.600

VaR 95%

-1.38%

CVaR 95%: -2.24%
Max Drawdown: -18.39%
Sortino Ratio: 0.780
Calmar Ratio: 0.71
Return

60.11%

Volatility

14.34%

Sharpe Ratio

0.937

VaR 95%

-1.31%

CVaR 95%: -1.99%
Max Drawdown: -18.39%
Sortino Ratio: 1.273
Calmar Ratio: 0.93

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.072%

Best Day

9.545%

09/04/2025
Worst Day

-5.39%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $68.96 $69.91 $68.83 $69.88 66,000
01/04/2026 $69.65 $70.12 $69.60 $69.80 119,300
31/03/2026 $68.29 $69.42 $68.16 $69.40 86,300
30/03/2026 $68.16 $68.22 $67.20 $67.47 81,600
27/03/2026 $68.39 $68.43 $67.45 $67.51 63,400
26/03/2026 $69.21 $69.58 $68.67 $68.80 35,600
25/03/2026 $69.82 $70.00 $69.45 $69.61 34,100
24/03/2026 $69.04 $69.59 $68.93 $69.10 80,300
23/03/2026 $69.75 $70.14 $69.30 $69.49 77,000
20/03/2026 $69.58 $69.58 $68.44 $68.65 32,400